The RL Group has helped affluent families, accomplished professionals and prestigious institutions create customized, flexible wealth management strategies designed to address immediate and long-term financial goals. We offer financial advice and guidance informed by in-depth investment experience and supported by the resources and investment insights of Merrill Lynch and access to the banking convenience of Bank of America. The select group of clients we serve have created wealth in a variety of ways and demand a customized approach to their unique wealth management concerns. Our highly skilled advisory team can offer thoughtful and innovative strategies to help preserve and grow assets, pursue a desired retirement lifestyle, and create diverse, flexible portfolios designed to take advantage of market opportunities. Our customized services include retirement planning, managing concentrated stock holdings and liquidity issues, consulting with your attorneys and accountants to design tax minimizing ways to transfer wealth and providing access to Bank of America trust and philanthropic services. To help manage the expectedand unexpectedfinancial events in your life, we invite you to talk with us. You can rely on our extensive resources and the breadth of our experience to help you navigate your wealth management challenges, no matter how complex. Brian received a B.S. in Education from Temple University, holds the CRPC ( Chartered Retirement Planning Counselor ) and CPFA ( Certified Plan Fiduciary Advisor ) designations, Series 7, 63 and 66, Life and Health Insurance licenses, and National Mortgage License. In his spare time, he enjoys all that the local counties have to offer with his wife, three children, and their dogs. 